See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,242 | $81,632+46.1% | $70,449+69.3% | $158,922-25.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 29.48% | 208.40%-178.9pp | 109.03%-79.5pp | 302.83%-273.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,222 | $4,554+14.7% | $3,709+40.8% | $5,982-12.7% |
| Admin fee / account holder | $299 | $6,193-95.2% | $3,845-92.2% | $11,246-97.3% |